Sales Operations Specialist

Job not on LinkedIn

🔥 5 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟢 Junior

📊 Sales Operations

🚫👨‍🎓 No degree required

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Envision Information Technologies

WebsiteAll Job Openings

- employees

☁️ SaaS

🔒 Cybersecurity

🤝 B2B

SaaS • Cybersecurity • B2B

Envision Information Technologies (Envision IT) is a purpose-driven managed IT and technology services provider focused on delivering Citrix and Microsoft managed and co-managed IT services, cybersecurity, cloud migration, AI-powered employee experience/AI Copilot services, and software development. They emphasize enterprise-class tools combined with technologists to provide fully managed or co-managed services (EaaS), support hybrid and multi-cloud migrations, and balance user experience with security. Envision serves industries such as healthcare, financial services, and manufacturing and positions itself as a conscious business focused on employee engagement, client satisfaction, and community impact. Headquarters: Madison, WI.

📋 Description

• Prepare accurate quotes for software, cloud subscriptions, hardware, support, renewals, and related professional services • Partner with Account Executives, Solution Architects, Engineers, and technical resources to confirm solution configurations, product SKUs, quantities, pricing, licensing terms, and customer requirements • Coordinate vendor and distributor pricing, availability, special pricing, deal registrations, licensing information, and order requirements • Process and track customer orders from approval through vendor/distributor submission, fulfillment, provisioning, shipping, and completion • Maintain accurate customer, quote, order, subscription, renewal, and product information in the CRM and other business systems • Manage and track software, support, maintenance, and subscription renewals; prepare renewal quotes and coordinate timely follow-up with the sales team and clients • Support Microsoft and Citrix partner-program administration, including renewals, product registrations, customer associations, CPOR, PAL, deal registrations, incentive-related documentation, and other vendor requirements • Work closely with Account Executives, Solution Architects, Engineers, vendors, distributors, and internal operations teams to ensure customer solutions are accurately quoted, ordered, documented, and completed

🎯 Requirements

• 1+ years of experience in sales operations, sales support, order management, renewals, customer success operations, licensing operations, purchasing, or a related B2B technology role • Experience supporting software, cloud, SaaS, managed services, hardware, IT solutions, or technology-reseller sales strongly preferred • Experience creating, reviewing, or processing quotes, purchase orders, sales orders, renewals, subscriptions, or vendor/distributor transactions • Strong attention to detail and accurate management of data, pricing, product configurations, dates, documentation, and customer information • Strong written and verbal communication skills • Excellent organization, prioritization, and follow-through in a fast-paced environment with multiple concurrent deadlines • Ability to identify issues, ask appropriate questions, drive resolutions, and keep stakeholders informed • Proficiency with Microsoft Excel, Outlook, Teams, Word, and other Microsoft 365 tools • Experience with CRM, PSA, ERP, CPQ/quoting, ticketing, or order-management systems • Ability to handle confidential customer, pricing, licensing, and business information professionally

🏖️ Benefits

• Fully remote work arrangement • Full-time employment

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